BWM
BT

Baystate Wealth Management’s BT Group plc (ADR) BT Stock Holding History

Baystate Wealth Management’s Portfolio BT Stock Details BT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-304
Closed -$4K – 665
2019
Q2 		$4K Buy
+304
New +$4.22K ﹤0.01% 456
2017
Q2 		– Sell
-508
Closed -$10K – 702
2017
Q1 		$10K Sell
508
-492
-49% -$10.3K ﹤0.01% 339
2016
Q4 		$24K Buy
+1,000
New +$23.1K ﹤0.01% 215

Other funds holding BT

AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Baystate Wealth Management's BT Position: Q3 2019 in Review

Baystate Wealth Management sold out of BT Group plc (ADR) (BT) in Q3 2019, closing a stake of 304 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in BT in Q4 2016 and held it in 3 quarters. The position peaked at $24K in Q4 2016. 24 funds tracked by Wall St. Rank hold BT as of Q3 2019.

  • Baystate Wealth Management reported no remaining BT Group plc (ADR) position as of Q3 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 304 BT Group plc (ADR) shares in Q3 2019, an estimated $4K.
  • Baystate Wealth Management first reported a position in BT Group plc (ADR) in Q4 2016 and held it in 3 quarters.
  • Baystate Wealth Management's BT Group plc (ADR) position peaked at $24K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held BT Group plc (ADR) as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.